Team Access and Permissions

Learn about the differences between access and permissions and how to give teams specific access and permissions.

Written by Richael Fletcher Updated over a week ago

In this article, we're going to cover the difference between access and permissions and how to give teams specific access and permissions to Projects, Mailings and Versions

AccessControls what users and teams can see in Taxi. E.g. some users or teams have access to all projects, versions and mailings and some users only have access to one or two.

PermissionsControl what users and teams can do in Taxi. E.g. some users or teams can create, delete, edit and export and some can only edit.

Teams must be given access to a Project or Mailing before they can do anything

To give a team access to a Project, Mailing or Version:

Open the Project, Mailing or Version screen

Go to the 'Access' sectionSelect the teams you want to give access to from the drop down menu and select 'Allow Access'

To remove accessSelect ‘Manage Access’ then ‘User Management’ and click the x next to the team name

Version level accessTo give access to only one version is done using Version Sets To give a team specific permissions:

After creating your team and adding members, click the Permissions tab

Select the things you want your team to be able to doe.g. edit, export etc

Choose whether you want the permission to be a Team or Global permissionTeam permissions are the most restrictive as the user will only be able to do that action as part of that specific teamGlobal permissions allow the user to do that action as part of any team